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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Warren Buffett
Berkshire Hathaway
27.55%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
2.08%
1-Year Est. Return
Philippe Laffont
Coatue Management
94.27%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
40.93%
1-Year Est. Return
Ken Griffin
Citadel Advisors
40.89%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
34.66%
1-Year Est. Return
Jim Simons
Renaissance Technologies
54.88%
1-Year Est. Return
David Tepper
Appaloosa LP
104.51%
1-Year Est. Return
Stanley Druckenmiller
Duquesne Family Office
87.01%
1-Year Est. Return
| Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|
4176
Centric Wealth Management
Chicago,
Illinois
| $251M | +$20.3M | +9% | 5.52% | 44.4% | 125 | 23.2% | 2.1 |
|
4177
Navalign LLC
Encino,
California
| $251M | +$11.5M | +5% | 5.61% | 50.7% | 117 | 8.55% | 2 |
|
|
AWA
4178
Aquire Wealth Advisors
South Jordan,
Utah
| $251M | +$22.1M | +10% | 4.17% | 60.2% | 40 | 5% | 1.3 |
|
4179
Carr Financial Group
Worcester,
Massachusetts
| $251M | +$23.6M | +10% | 4.47% | 66.1% | 184 | 13.04% | 0.4 |
|
4180
PL Capital Advisors
Naples,
Florida
| $250M | -$33.7M | -12% | 7.6% | 100% | 40 | 15% | 4.1 |
|
4181
West Michigan Advisors
Holland,
Michigan
| $250M | +$74.1M | +42% | 4.6% | 86.6% | 263 | 47.15% | 0.6 |
|
4182
WealthBridge Capital Management
Westerville,
Ohio
| $250M | -$859K | -0.3% | 7.39% | 89.4% | 202 | 15.84% | 2.8 |
|
4183
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| $250M | +$11.8M | +5% | 10.1% | 239% | 378 | 41.01% | 0.8 |
|
4184
Fairfield Financial Advisors
Wellesley,
Massachusetts
| $250M | +$19.2M | +8% | 6.76% | – | 334 | 10.48% | 1.1 |
|
4185
Auxano Advisors
Bellevue,
Washington
| $250M | -$55.9K | -0% | 8.09% | 85.4% | 106 | 0.94% | 1.8 |
|
|
WA
4186
WP Advisors
San Francisco,
California
| $250M | +$7.49M | +3% | 10.3% | 113% | 105 | 11.43% | 3.3 |
|
|
CA
4187
Crumly & Associates
Springfield,
Illinois
| $250M | +$19.5M | +8% | 3.62% | 58.1% | 124 | 18.55% | 1.6 |
|
4188
BBJS Financial Advisors
Seattle,
Washington
| $250M | +$4.28M | +2% | 1.57% | – | 133 | 12.03% | 0.5 |
|
4189
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $250M | +$67.6M | +37% | 7.39% | 117% | 123 | 34.15% | 2 |
|
|
SCP
4190
Syntal Capital Partners
Midland,
Texas
| $250M | -$24M | -9% | 1.14% | 102% | 127 | 20.47% | 2.1 |
|
4191
Gradient Capital Advisors
San Diego,
California
| $249M | +$14.2M | +6% | 6.29% | 78.5% | 142 | 4.93% | 3.4 |
|
4192
Core Wealth Advisors (Florida)
Lakeland,
Florida
| $249M | -$1.54M | -0.6% | 5.02% | 59.7% | 281 | 24.2% | 1.9 |
|
4193
Wiser Wealth Management
Marietta,
Georgia
| $249M | +$15M | +6% | 3.95% | 53% | 35 | 5.71% | 1.7 |
|
4194
Jackson Square Capital
San Francisco,
California
| $249M | +$25.6M | +11% | 13.1% | 423% | 131 | 32.82% | 1.9 |
|
4195
Family Legacy Inc
Greenville,
South Carolina
| $248M | +$14.7M | +6% | 6.62% | 89% | 115 | 4.35% | 4.3 |
|
4196
Northern Right Capital Management
Darien,
Connecticut
| $248M | +$50.6M | +26% | 13.9% | 187% | 28 | 32.14% | 1.6 |
|
4197
Kozak & Associates
Highlands Ranch,
Colorado
| $248M | +$25.2M | +11% | 12.1% | 97.4% | 367 | 10.35% | 1.6 |
|
4198
Keeler Thomas Management
Orem,
Utah
| $248M | +$34.8M | +16% | 3.79% | 46.1% | 72 | 25% | 1.8 |
|
4199
Red Wave Investments
Dillsburg,
Pennsylvania
| $247M | +$6.52M | +3% | 5.27% | 58% | 94 | 5.32% | 2.1 |
|
4200
Shilanski & Associates
Anchorage,
Alaska
| $247M | +$24.7M | +11% | 4.57% | 84.2% | 119 | 25.21% | 0.9 |
|